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Original filing (PDF)20250828095733NAL0010357585001
IBEW LOCAL #481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL #481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT
Health & welfare plan
Signals · 2
~126 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,315
Accounts w/ balance
—
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 126 bps in Schedule C fees — 143% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL #481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN.
Plan sponsor
Name
IBEW LOCAL #481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
EIN
47-4203459
Address
1828 N. MERIDIAN STREET, SUITE 103 · INDIANAPOLIS, IN · 46202
Phone
(317) 923-4577
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Welfare benefit codes
4C · Supplemental Unemployment
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITNEY KING | 47-4203459 | — | EMPLOYEE | $41K | — |
| LISA SMITH | 47-4203459 | — | EMPLOYEE | $31K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $25K | — |
| LOOMIS SAYLES & COMPANY | 04-3200030 | — | NONE | $13K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.